Published 10 Nov 23
RESEARCH CONTENT
Deep dive into the Canadian economy and financial markets highlighting
Debt Dynamics
Public sector trends, including Federal vs Provincial issuance, the BoC's QE and QT and ownership trends
Household debt trends, showing credit growth trends, the link to real estate prices, insured vs uninsured mortage trends and their interest maturity and absolute rate profiles.
Corporate debt trends
Inflation, including Burden and Choice trends and Food and Energy base effects
Leading Indicators and what they forecast
Equity Market Sentiment, broken down by subsectors
Foreign Exchange considerations
Expectations for the Bank of Canada
Yield curve considerations and Cross market yield spreads
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